Rajat Sharma of Sana Securities favors value investing. He sees buying chances in HDFC Bank and ICICI Bank. Long-term prospects are strong for IT stocks like Infosys and Birlasoft. Defence stocks are viewed with caution due to high valuations. FMCG sector may see earnings-led upside. Sharma’s strategy focuses on fundamentals for long-term gains.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,